Investing to Maintain and Enhance your Lifestyle

Simon and Allan

Welcome to Aligned Capital Inc., Barrie

Live the best life you can with the resources you have by aligning your investments with your lifestyle.

Identify and model your current and desired lifestyle and build an investment portfolio and action plan that will support your lifestyle throughout your lifetime, no matter what happens.

We are a registered independent investment advisory firm committed to acting in your best interest so you can go about your day knowing we’ve got your back. We say what we do, and we do what we say.”


The Traditional (Publicly Traded)

  • Stocks (Equities)
  • Bonds (Fixed Income)
  • Exchange Traded Funds (ETFs)
  • Mutual funds
  • Pooled funds
  • GICs

The Alternatives (Privately Traded)

  • Private Equity
  • Private Credit
  • Mortgage Investment Corporation (MIC)
  • Mortgage Investment Fund
  • Private Real Estate Investment Trust (REIT)

The Power of Markets

Investing in private REITs

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